Nasdaq - Delayed Quote USD
Principal SAM Conservative Bal Inst (PCCIX)
12.11
+0.03
+(0.25%)
As of 8:06:57 AM EDT. Market Open.
Fund Summary
The fund operate as funds of funds and invest principally in funds and exchange-traded funds ("ETFs") of Principal Funds, Inc. and Principal Exchange-Traded Funds ("underlying funds"). It generally categorizes each underlying fund as a fixed-income, equity, or specialty fund based on its investment profile.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 15.85% |
| Worst 1Y Total Return | -- |
| Number of Years Up | 13 |
| Number of Years Down | 4 |
Performance & Risk
| YTD Return | 0.03% |
| 5y Average Return | 6.20% |
| Rank in Category (ytd) | 52 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.84 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| PCCIX | Category Average | PCCIX | Category Average | PCCIX | Category Average | |
| Alpha | -0.54 | -0.01 | -0.49 | -0.01 | -0.48 | -0 |
| BETA | 0.84 | 0.01 | 0.83 | 0.01 | 0.82 | 0.01 |
| Mean Annual Return | 0.34 | 0.01 | 0.63 | 0.01 | 0.43 | 0.01 |
| R-squared | 98.58 | 0.92 | 98.15 | 0.91 | 97.48 | 0.91 |
| Standard Deviation | 10.68 | 0.1 | 9.75 | 0.08 | 8.39 | 0.07 |
| Sharpe Ratio | -0.05 | 0.01 | 0.49 | 0.01 | 0.38 | 0.01 |
| Treynor Ratio | -1.29 | 0.09 | 5.46 | 0.08 | 3.56 | 0.07 |
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